Send escrow onboarding email from new form submissions

Your transaction form submissions often lack standardized intake and attachments, delaying file openings. This sends details and docs to the right escrow contact so cases are opened same day.

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Overview

When transaction intake is inconsistent, file setup stalls and coordinators waste time chasing attachments. This workflow guarantees each pending transaction delivers a standardized intake email to the chosen escrow contact, enabling your transaction coordinators to open files the same day.